Insights and thoughts from our team of Financial Experts

Newsletter, July 2017

July 3, 2017 QUARTER IN REVIEW For the second time this year, the Federal Reserve raised its benchmark interest rate during the 2nd quarter. Additionally, the Fed announced plans to reduce the balance sheet it expanded in response to the Financial Crisis. Corporate...

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Market Commentary 5/9/2017

Equity prices have been stagnate for several weeks lingering near all-time high levels. This sets the stage for any slight move higher in stock prices to bring about a “new all-time high”. So, in other words, the latest all-time high that is written into the headlines...

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Newsletter, April 2017

During the first quarter, equity prices continued their move higher following the presidential election. This was mostly in line with our expectations as we were almost fully invested through the end of the year. Our enthusiasm gave way to a sense of caution mid-way...

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Newsletter, February 2017

From the January swoon, to the BREXIT vote in June, to the surprising presidential election in November, stocks rode a wave of volatility with generally an upward bias in 2016. Now that 2016 is over, we would like to reflect on a few events that we believe will impact...

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Market Commentary 11/09/2016

As we watched the results come in, we kept one eye on financial markets. What we took comfort from is that U.S. equity futures acted as we had expected them to under the prospect of a Trump victory. That is, futures pointed to stocks declining. At their low, futures...

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Market Commentary 11/08/2016

While the election will (hopefully!) be over when the last polling station closes, it will only represent the beginning of the 4-year term of the next president. Whoever it is will be revered by a small percentage of the electorate, “hated” by another small percentage...

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Newsletter, October 2016

Following the fireworks of BREXIT that marked the end of the second quarter, stocks rallied into mid-August reaching an all-time high for the S&P 500® Index. From there, stocks meandered with a slight downward bias until a rally in late September brought the major...

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Market Commentary 9/09/2016

The S&P 500 closed down 2.45% today. We believe there is more downside to come but not a crash and not a systemic downturn in the market. Markets have remained too calm for too long. There needs to be a bit of an uptick in volatility and we are prepared to take...

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Market Commentary 9/06/2016

We are pleased to announce the launch of our new website. You can still find it at What you will notice is a look and feel that is fresh. As always, you will find an archive of our recent commentaries, biographical information and some photos of our...

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Newsletter, July 2016

The stock market settled down in the first two and a half months of the second quarter from the extreme volatility we experienced in the first quarter. With the exception of a few days in May, the S&P 500® Index stayed above the March 31, 2016 level which kept the...

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